I think it's time we rethink our portfolios, especially from that 60/40 recommendation of the past. In this episode, I talk about why it’s time to add 20-30% in alternative investments—think real estate, lending funds, and even franchises—to balance your growth and give you more control. 

If you’re interested in multifamily real estate investing  with a manager who truly does things differently, this one’s worth your time! There are HUNDREDS of multifamily (apts) investors out there, but this one stands out. 

In this solo episode, Michelle gets into the topic of money psychology and the impact of emotions on financial decisions. With 20+ years of experience as a financial planner, Michelle shares her observations and opinions about balancing the emotional and logical sides of managing wealth.

This week we have real estate investor, Jesse Lang on the show to talk about investing in real estate without your own money. 

In this solo episode, Michelle gets into the topic of money psychology and the impact of emotions on financial decisions. With 20+ years of experience as a financial planner, Michelle shares her observations and opinions about balancing the emotional and logical sides of managing wealth.

Wondering how you can trust an investment? In this episode of the podcast, I share my personal “litmus test” for evaluating alternative investments and private placements.

I sat down with Braden Hudson, CFO and cofounder of Trellis Energy, to talk about an oil and gas investment opportunity. Trellis isn’t your typical operator—they specialize in fractional ownership of wells alongside major names like Chevron and EOG, giving accredited investors direct access to proven energy projects.

We're diving into a new area of interest: Oil & Gas Investing. 

If you’ve ever wondered about the differences between drilling programs and royalty programs, how to spot a quality operator, or why oil and gas remain such a compelling option for accredited investors seeking both tax advantages and portfolio diversification, this conversation is for you.